Assured Partners Investment Advisors, LLC Purchases in Q1 2025

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
529
+ 6.36%
$105.1 - $109.61 $55.6K - $58K
8.84K $961M
JOBY
Joby Aviation, Inc.

Industrials
12K
New
$5.99 - $10.27 $72.1K - $124K
12K $72.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
195
+ 0.38%
$42.5 - $46.71 $8.29K - $9.11K
52K $2.35B
BDX
Becton Dickinson & CO

Healthcare
270
+ 6.06%
$222.79 - $249.08 $60.2K - $67.3K
4.73K $1.08B
First Tr Exchng Traded Fd Vi
2.76K
+ 2.19%
N/A
129K $4.78B
MA
Mastercard Inc

Financial Services
44
+ 2.22%
$504.67 - $576.31 $22.2K - $25.4K
2.03K $1.11B
BR
Broadridge Financial Solutions, Inc.

Technology
117
+ 5.69%
$221.46 - $244.83 $25.9K - $28.6K
2.17K $527M
SJM
J M Smucker CO

Consumer Defensive
133
+ 2.62%
$100.41 - $118.41 $13.4K - $15.7K
5.21K $617M
WFC
Wells Fargo & Company

Financial Services
692
+ 13.81%
$66.78 - $81.42 $46.2K - $56.3K
5.7K $409M
IGLB
Ishares 10+ Year Investment Gr

ETFs
895
+ 5.95%
$48.32 - $51.22 $43.2K - $45.8K
15.9K $800M
RTX
Raytheon Technologies Corp

Industrials
65
+ 2.63%
$114.1 - $135.66 $7.42K - $8.82K
2.54K $336M
AMD
Advanced Micro Devices Inc

Technology
1.05K
+ 31.98%
$96.63 - $129.55 $101K - $136K
4.33K $445M
HCA
Hca Healthcare, Inc.

Healthcare
8
+ 0.81%
$296.7 - $345.55 $2.37K - $2.76K
998 $345M
Dimensional ETF Trust
862
+ 19.5%
N/A
5.28K $276M
CNP
Centerpoint Energy Inc

Utilities
19
+ 0.2%
$30.87 - $36.25 $587 - $689
9.65K $349M
BAC
Bank Of America Corp

Financial Services
6.1K
+ 6.43%
$39.61 - $47.74 $242K - $291K
101K $4.21B
EPD
Enterprise Products Partners L.P.

Energy
207
+ 1.69%
$31.75 - $34.14 $6.57K - $7.07K
12.5K $425M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.43K
+ 33.7%
$24.91 - $29.02 $60.6K - $70.6K
9.65K $242M
F
Ford Motor CO

Consumer Cyclical
3.46K
+ 8.22%
$9.12 - $10.43 $31.6K - $36.1K
45.6K $457M
HRL
Hormel Foods Corp

Consumer Defensive
1.42K
+ 10.13%
$28.29 - $31.52 $40.1K - $44.7K
15.4K $477M
ABCL
Ab Cellera Biologics Inc.

Healthcare
15.4K
New
$2.2 - $3.53 $33.8K - $54.2K
15.4K $34.2M
DFS
Discover Financial Services

Financial Services
216
+ 17.41%
$152.99 - $203.25 $33K - $43.9K
1.46K $249M
DFAI
Dimensional ETF Tr

ETFs
47
+ 0.31%
$28.88 - $32.4 $1.36K - $1.52K
15.2K $474M
Innovator Etfs Trust
1.25K
+ 5.7%
N/A
23.1K $628M
IXUS
Ishares Tr

ETFs
278
+ 9.17%
$65.06 - $72.31 $18.1K - $20.1K
3.31K $231M
ENB
Enbridge Inc

Energy
22
+ 0.14%
$41.54 - $45.45 $914 - $1K
15.5K $688M
RLAY
Relay Therapeutics, Inc.

Healthcare
11.2K
New
$2.62 - $4.92 $29.4K - $55.2K
11.2K $29.4M
ABSI
Absci Corp

Healthcare
11.6K
New
$2.51 - $5.82 $29.1K - $67.5K
11.6K $29.1M
Corpay Inc
44
+ 3.51%
N/A
1.3K $453M
NFLX
Netflix Inc

Communication Services
13
+ 3.75%
$828.4 - $1058.6 $10.8K - $13.8K
360 $336M
VEA
Vanguard Ftse Developed Market

ETFs
20
+ 0.24%
$47.4 - $52.99 $948 - $1.06K
8.39K $426M
AOS
Smith A O Corp

Industrials
607
+ 10.73%
$65.16 - $72.69 $39.6K - $44.1K
6.26K $409M
AMCR
Amcor PLC

Consumer Cyclical
122
+ 0.2%
$9.33 - $10.39 $1.14K - $1.27K
61.7K $599M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
112
+ 1.11%
$66.3 - $74.17 $7.43K - $8.31K
10.2K $708M
QCOM
Qualcomm Inc

Technology
100
+ 1.65%
$151.94 - $175.86 $15.2K - $17.6K
6.15K $945M
DFAX
Dimensional ETF Tr
28
+ 0.26%
$24.45 - $27.2 $685 - $762
10.8K $284M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.05K
+ 3.14%
$22.83 - $23.75 $69.7K - $72.5K
100K $2.31B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
65
+ 2.12%
$65.44 - $70.64 $4.25K - $4.59K
3.13K $214M
PH
Parker Hannifin Corp

Industrials
64
+ 6.74%
$591.65 - $707.05 $37.9K - $45.3K
1.01K $617M
PEAK
Healthpeak Properties, Inc.

Real Estate
666
+ 3.11%
N/A
22.1K $447M
LYB
Lyondell Basell Industries N.V.

Basic Materials
392
+ 9.19%
$69.82 - $78.67 $27.4K - $30.8K
4.66K $328M
FE
Firstenergy Corp

Utilities
84
+ 0.81%
$37.95 - $43.5 $3.19K - $3.65K
10.5K $424M
MSTR
Microstrategy Inc

Technology
30
+ 2.38%
$239.27 - $396.5 $7.18K - $11.9K
1.29K $372M
DFAE
Dimensional ETF Tr

ETFs
9
+ 0.1%
$24.64 - $26.86 $222 - $242
9.4K $243M
PNC
Pnc Financial Services Group, Inc.

Financial Services
396
+ 10.34%
$168.84 - $202.89 $66.9K - $80.3K
4.23K $743M
PRF
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.44%
$39.4 - $42.61 $1.73K - $1.87K
9.98K $403M
APH
Amphenol Corp

Technology
431
+ 6.07%
$61.62 - $78.55 $26.6K - $33.9K
7.53K $494M
TTC
Toro CO

Industrials
474
+ 9.95%
$71.86 - $87.28 $34.1K - $41.4K
5.24K $381M
XLI
Industrial Sector Spdr

ETFs
14
+ 0.31%
$128.78 - $141.67 $1.8K - $1.98K
4.54K $595M
Activity Summary
Buys All Purchases 202 New Holdings 25 Increased Positions 177 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Assured Partners Investment Advisors, LLC Portfolio

Follow Assured Partners Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assured Partners Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Assured Partners Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email